Salesforce CPQ Implementation Guide – Emorphis
Salesforce CPQ Implementation Guide – Emorphis
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Salesforce has established itself as one of the reputed CRM platforms that offer valuable customer data to assist companies.
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» Salesforce CPQ Implementation Guide: Tips and Tricks
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🢬 What is Salesforce CPQ?
🢬 Why CPQ Software is the Need of the Hour?
🢬 Quick Approach to Effective Salesforce CPQ
Implementation
🢬 Major Mistakes a Company do while Implementing
Salesforce CPQ
🢬 Stages for Salesforce CPQ Implementation
🢬 Brief Outline of Crucial CPQ Aspects
🢬 CRM Solution And CRM Consulting Services: Transforming Business Performance Digitally
🢬 Salesforce Genie: Discover The World’s First Realtime CRM
🢬 What is Salesforce Financial Services Cloud?
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🢭 Configuration Features:
🢭 Pricing Features:
🢭 Quote Features:
🢭 A.
Establishing WellDefined Goals
🢭 B. Pick Out New Ideas from the given Opportunity
🢭 C. Laying more Focus on BusinessGenerating Ideas
🢭 D. Get to Know where CPQ is Positioned in Business Procedure
🢭 E. Designing the CPQ
🢭 F. Verticalizing the Design of CPQ
🢭 I. Lack of Collaboration
🢭 II. Utilization of Irrelevant Data
🢭 III. Misconception about Idea for Product
🢭 Stage 1: Discovery
🢭 Stage 2: Configuration
🢭 Stage 3: Delivery & Deployment
🢭 Step 1: Outline objectives and collect vital
data
🢭 Step 2: Get in acquittance with customer’s
needs
🢭 Step 3: Develop a wellplanned product vision
🢭 Step 4: Maintain consistency in product’s
prices
🢭 Step 5: Understanding your software is a must
🢭 Step 6: Define the selling procedure of the
product
🢭 Step 7: There must be complete automation of
the operating procedure
🢭 Step 8: Do not neglect integration of systems
🢭 Step 9: Test, Test, and Test
🢭 Step 10: Organise a training program for
employees
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